-98.3%
DFNS vs GEN
+2.7%
-101.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | +3.0% |
| 7D | +0.8% | -0.7% | +1.5% | +1.4% |
| 30D | -73.2% | +2.6% | -75.9% | -74.7% |
| 3M | -72.4% | +15.8% | -88.2% | -77.6% |
| 6M | -95.2% | +33.1% | -128.4% | -96.8% |
| YTD | -98.0% | +11.3% | -109.3% | -98.5% |
| 1Y | -98.3% | +1.7% | -99.9% | -98.6% |
| All | -98.3% | +2.7% | -101.0% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling